+7,210.0%
URI vs FCEL
-99.9%
+7,309.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +11.5% | -10.4% | -0.3% |
| 7D | -9.8% | -11.2% | +1.4% | -8.6% |
| 30D | +1.7% | -45.8% | +47.5% | +8.9% |
| 3M | -9.1% | -51.0% | +41.9% | -2.6% |
| 6M | +9.9% | -22.2% | +32.1% | +5.3% |
| YTD | +31.2% | +36.3% | -5.0% | +14.4% |
| 1Y | +25.9% | +29.0% | -3.1% | +9.6% |
| 3Y | +147.4% | -70.9% | +218.3% | +129.6% |
| 5Y | +179.7% | -96.3% | +276.0% | +217.0% |
| 10Y | +1,419.5% | -99.1% | +1,518.6% | +1,209.7% |
| All | +7,210.0% | -99.9% | +7,309.9% | +5,109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FCEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling